Client Management for Accounting Firms

Visibility across every client relationship

All client details and correspondence are at your fingertips. All the information required to deliver the service you promise.

 
 
Image of a user interface depicting internal communication via comments.

A record of all communication, with every client.

Every email, internal note and detail, for each client, is in one shared place for your team. Know who last contacted a client, what was said and when that was.

Everything is searchable, so when a client calls you will instantly know where things stand. Managing client relationships has never been easier.

 
 
 
 
 
 
Image of a detailed UI setting automatic reminders for a task.

Automate client data-collection with Client Tasks and Auto-Reminders.

Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action and you know what you are still waiting on.

The moment a client sends documents and comments, you are notified right where you need them.

 
 
Image of a user interface for an onboarding task checklist.

Simplify and scale your client onboarding.

Begin every client relationship painlessly. Standardizing your onboarding process with templates allows you to take on more clients and still give each one the red carpet treatment.

Integrate Karbon with other systems to trigger workflows the moment a new proposal is accepted, creating seamless efficiency for everyone.

Client Management Features

Client Portal
Collaborate with clients in one streamlined workflow with tasks and document sharing.

Auto-reminders
Stop chasing clients for missing information. Karbon sends task reminders for you.

Kanban Board
View and optimize all of the jobs going on across your team.

Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or client.

Integrated Email
Every email between your client and anyone on your team, in one single place.

Client Groups
Manage people and organizations that are related by ownership or financial structure.

Shared Contacts
Work together on clients with all contact details, work and communication in one place.

Third-party Integrations
Share data between Karbon and other systems to keep everything up-to-date.

Document Storage
Files and documents automatically stored and organized against clients and jobs.

Contact Types
Customizable database categories for clients, prospects, suppliers or anyone else.

Insights
Easy-to-read reports detailing critical output and efficiency metrics.

 
 

Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

Employee productivity thrives with Karbon

16.5 hours

Saved on average per employee each week

18%

Increase in productivity per employee

3.3 hours

Saved chasing clients each week

3.9 hours

Saved managing and completing work and tasks each week

3.3 hours

Saved reading, actioning and searching for email each week

4.1 hours

Saved by enabling team collaboration each week

Accounting firms using Karbon stay on top of their client management.

Humanizing client relationships with BWCO CPAs

Humanizing client relationships with BWCO CPAs

Karbon’s Client Tasks help BWCO collaborate with their clients, ensuring they deliver on their promise to be available no matter what.

Read Case Study
New Wave Accountants consolidated their fragmented tech stack

New Wave Accountants consolidated their fragmented tech stack

With full visibility over client communication and data in Karbon, New Wave Accountants now know their clients better than ever.

Read Case Study

Client management in Karbon firms

Karbon has made our clients more prompt and changed our relationship with them. This has saved us hours and hours of time.
Billy Lacey
Billy Lacey
Ipsum Advisors
Karbon’s automatic Client Tasks kick-start my projects without me needing to think about it. This means that when I’m ready to start a job, I have everything I need.
Sabrina Johnson
Sabrina Johnson
Essina Business Financial Services
Karbon gives me peace of mind – I love that I can schedule Client Tasks so I don’t stay up at night thinking of emails I need to send clients.
Corina Hardaker
Corina Hardaker
Starbyder Bookkeeping Services

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Explore other benefits of Karbon

Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.